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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
76
Redhawk Wealth Advisors
Minnesota
$598K +$12K +197 +2%
WWM
77
Western Wealth Management
Colorado
$576K -$2.02K -33 -0.4%
DP
78
Divergent Planning
Maryland
$576K +$549K +8,978 New
UCFA
79
United Capital Financial Advisors
Texas
$574K -$703K -11,505 -56%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$537K
VA
81
Valmark Advisers
Ohio
$522K
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$509K -$61.2K -1,001 -11%
TPA
83
Trivium Point Advisory
Connecticut
$491K +$21K +344 +5%
AF
84
Affiance Financial
Minnesota
$489K
PAG
85
Private Advisor Group
New Jersey
$474K +$20.4K +333 +5%
CPFP
86
Clear Perspectives Financial Planning
Ohio
$474K +$452K +7,391 New
SWP
87
Summit Wealth Partners
Florida
$459K +$180K +2,944 +70%
SBL
88
Sargent Bickham Lagudis
Colorado
$456K
RJA
89
Raymond James & Associates
Florida
$430K +$409K +6,697 New
Truist Financial
90
Truist Financial
North Carolina
$430K +$410K +6,703 New
BSWM
91
Boston Standard Wealth Management
Massachusetts
$424K -$15.5K -254 -4%
CF
92
Centaurus Financial
California
$394K +$269K +4,399 +254%
IA
93
Insight Advisors
Pennsylvania
$391K +$373K +6,100 New
TWP
94
Tempus Wealth Planning
California
$387K +$10.9K +178 +3%
VFA
95
Voya Financial Advisors
Connecticut
$386K
SWM
96
Sugarloaf Wealth Management
Georgia
$382K +$3.36K +55 +0.9%
PA
97
Paracle Advisors
Washington
$381K +$10.6K +173 +3%
MA
98
Mezzasalma Advisors
New Jersey
$381K +$363K +5,939 New
MFGP
99
Marshall Financial Group (Pennsylvania)
Pennsylvania
$377K +$359K +5,878 New
FSG
100
Financial Strategies Group
Michigan
$367K +$26.8K +439 +8%